EY FY25 - Tax Senior Manager Financial Services 

United States, New York, New York 

153788682

Our Business Tax Advisory practice gives you the opportunity to focus on U.S Tax Information reporting & withholding. You will work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission-critical operational tax issues and customer reporting issues. Specifically, our experienced practitioners work across tax and operations to deliver advice and support throughout the project lifecycle. You will work closely with colleagues to assist clients in understanding relevant tax rules and implementing changes to their operations, processes, and systems.The CTORS team works on challenging information reporting and withholding engagements in the financial services, banking, insurance, and multinational sectors. These engagements will primarily focus on non-resident alien (NRA) withholding and reporting (IRC Sections 1441 to 1446),Foreign Account Tax Compliance Act (FATCA), and domestic withholding and reporting matters.You can expect to work on engagements dealing with the Foreign Account Tax Compliance Act (FATCA), cost basis reporting, and various other global compliance and reporting initiatives, such as CRS.

The CTORS Tax Services practice invests in the development of its team, with frequent virtual training, update calls and in-person trainings to help individuals develop technical skills and learn about new areas of the law. Through your experiences, you will develop your skill sets and learn how CTORS requirements are managed within large to medium size companies.

Your key responsibilities

You will interface daily with superiors, peers and subordinates and clients on large and small CTORS projects. This could include interpreting IRS Code and Regulations, drafting guidance, data analyzation and requirements development that help clients translate and implement these rules. You may conduct a gap analysis of the current state of clients’ policies, procedures and systems and write business requirements. You will manage a team with their duties and prepare documentation which would include presentations and flow charts. You will be involved in technical analysis, process improvement and respond to RFP notices for clients also.

Skills and attributes for success

• Ability to read and interpret IRS Code, regulations and instructions
• Expertise in tax reporting/tax operations and corporate tax work experience
• Securities processing and operations knowledge
• Strong writing skills for policy and procedure writing is a must
• Ability to interface with all facets of our business
• Project management capability

To qualify for the role you must have

• A Bachelor’s degree with an emphasis in Accounting, Finance or Economics; an advanced degree in Tax, Accounting, Business Administration, Finance or Law is highly desirable
• A minimum of 8 years of relevant tax consulting or tax operational experience
• Be a licensed CPA, Project Management Professional, Six Sigma, Lean or equivalent certification or a certified member of the Institute for Professionals in Taxation
• Be able to manage and direct the work of others
• Have the initiative to seek out new opportunities at current clients and potential clients

Ideally, you’ll also have

• Active participation in industry groups such as SIFMA, ABA, IIB
• The ability to understand and implement tax rules
• Chapter 3, Chapter 4 and Chapter 61 experience

What we look for

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.